Skip to content

TEXAS BANKING NEWS, PEOPLE and IDEAS

  • Texas Bankers
  • News
  • Features
  • Perspectives
  • Regulatory Actions
  • Classified Ads
  • About
  • Advertise
  • Submit News
  • Texas Bankers
  • News
  • Features
  • Perspectives
  • Regulatory Actions
  • Classified Ads
  • About
  • Advertise
  • Submit News
Linkedin Facebook Twitter
  • Home
  • Texas Bankers
  • News
  • Features
  • Perspectives
  • Regulatory Actions
  • Classified Ads
  • About
  • Advertise
  • Submit News
  • Home
  • Texas Bankers
  • News
  • Features
  • Perspectives
  • Regulatory Actions
  • Classified Ads
  • About
  • Advertise
  • Submit News

TEXAS BANKING NEWS, PEOPLE AND IDEAS

  • Home
  • Texas Bankers
  • News
  • Features
  • Perspectives
  • Regulatory Actions
  • Classified Ads
  • About
  • Advertise
  • Submit News
  • Home
  • Texas Bankers
  • News
  • Features
  • Perspectives
  • Regulatory Actions
  • Classified Ads
  • About
  • Advertise
  • Submit News

TEXAS BANKING NEWS, PEOPLE AND IDEAS

Portfolio Manager | Capital Bank | Katy, Texas

September 16, 2022

Responsible for assisting Relationship Manager(s) in all aspects of relationship management to meet portfolio growth and quality expectations. This includes the maintenance and development of strong, profitable, and low-risk commercial loan and deposit relationships while maintaining quality customer service. Target maximum assigned portfolio for assisting in management: $100 million

Primary Duties and Responsibilities: (essential to this position)

  1. Coordinate efforts with Relationship Manager and Credit Administration to analyze the financial status of current and prospective customers so as to evaluate the feasibility of loan requests on an ongoing basis. This may also include some independent financial/credit analysis being performed to further determine credit feasibility.
  2. Facilitate presentation of new and renewal loan proposals to appropriate personnel and/or Officers and Directors Loan Committees. This includes direct presentations and/or preparation of an appropriate loan presentation package for presentation by the Relationship Manager(s).
  3. Maintain portfolio quality by efficiently managing past dues, overdrafts, policy exceptions and documentation exceptions of assigned portfolio.
  4. Coordinate loan closings with Relationship Support Representatives on each loan, assisting as needed. Review and approve loan documentation for completeness and accuracy prior to closing.
  5. Attend business development opportunities as warranted to educate current and prospective customers on the Bank’s products and services.
  6. Act as an additional point of contact for customers, title companies and bank attorney offices for assigned portfolio; assist with day-to-day customer service issues for both loan and deposit issues and general relationship maintenance.
  7. Facilitate and ensure coordination of credit due diligence efforts (collection of financials, appraisal, title research, environmental, etc.) with the Relationship Support Representative.

Requirements include:

  • Bachelor’s degree in a related field.
  • Minimum of 2-5 years of previous experience.
  • Proficient in Microsoft Word and Excel.
  • Strong attention to detail.
  • Good communication, administrative and organizational skills.

Click here to apply for this position.

Subscribe to Bankers Digest

Bankers Digest’s e-newsletter is distributed three times a month. Sign up today to stay in the loop—it’s free!

About

Bankers Digest is your source for Texas banking news and information, including bankers on the move,  bank developments across the state, industry updates, regulations and job opportunities.

  • Submit news to Bankers Digest
  • Contact the editorial department
  • Advertise with Bankers Digest
  • Post a classified ad

Subscribe to Bankers Digest

Bankers Digest’s e-newsletter is distributed three times a month. Sign up today to stay in the loop—it’s free!

Search

About

Bankers Digest is your source for Texas banking news and information, including bankers on the move,  bank developments across the state, industry updates, regulations and job opportunities. Click here to contact the editorial department.

Subscribe to Bankers Digest

Bankers Digest’s e-newsletter is distributed three times a month. Sign up today to stay in the loop—it’s free!

About

Bankers Digest is your source for Texas banking news and information, including bankers on the move,  bank developments across the state, industry updates, regulations and job opportunities. Click here to contact the editorial department.

Portfolio Manager | Capital Bank | Katy, Texas

September 16, 2022

Responsible for assisting Relationship Manager(s) in all aspects of relationship management to meet portfolio growth and quality expectations. This includes the maintenance and development of strong, profitable, and low-risk commercial loan and deposit relationships while maintaining quality customer service. Target maximum assigned portfolio for assisting in management: $100 million

Primary Duties and Responsibilities: (essential to this position)

  1. Coordinate efforts with Relationship Manager and Credit Administration to analyze the financial status of current and prospective customers so as to evaluate the feasibility of loan requests on an ongoing basis. This may also include some independent financial/credit analysis being performed to further determine credit feasibility.
  2. Facilitate presentation of new and renewal loan proposals to appropriate personnel and/or Officers and Directors Loan Committees. This includes direct presentations and/or preparation of an appropriate loan presentation package for presentation by the Relationship Manager(s).
  3. Maintain portfolio quality by efficiently managing past dues, overdrafts, policy exceptions and documentation exceptions of assigned portfolio.
  4. Coordinate loan closings with Relationship Support Representatives on each loan, assisting as needed. Review and approve loan documentation for completeness and accuracy prior to closing.
  5. Attend business development opportunities as warranted to educate current and prospective customers on the Bank’s products and services.
  6. Act as an additional point of contact for customers, title companies and bank attorney offices for assigned portfolio; assist with day-to-day customer service issues for both loan and deposit issues and general relationship maintenance.
  7. Facilitate and ensure coordination of credit due diligence efforts (collection of financials, appraisal, title research, environmental, etc.) with the Relationship Support Representative.

Requirements include:

  • Bachelor’s degree in a related field.
  • Minimum of 2-5 years of previous experience.
  • Proficient in Microsoft Word and Excel.
  • Strong attention to detail.
  • Good communication, administrative and organizational skills.

Click here to apply for this position.

SHARE THIS NEWS:

Previous | Next

MORE BANKERS ON THE MOVE

Lone Star Capital Bank Chair McCandless Announces Retirement

SouthWest Bank Welcomes Littlefield as Senior Compliance Officer

Community National Bank Announces Promotions and New Talent Joining the Team

Abbassi Named Director of Strategic Support at the Texas Department of Banking

Central Bank Hires Welch as Commercial Banker, Minzenmeyer as Deposit Officer

Ortiz Appointed Senior Vice President and McElroy Hired as Vice President for WestStar’s Corporate Accounting

Ray Joins Susser Bank as Vice President/Relationship Manager

American Momentum Bank Appoints Commercial Real Estate Executive Oldham to Board

< Previous Page1 Page2 Page3 … Page5 Next >

Subscribe to Bankers Digest

Bankers Digest’s e-newsletter is distributed three times a month. Sign up today to stay in the loop—it’s free!

Search

About

Bankers Digest is your source for Texas banking news and information, including bankers on the move,  bank developments across the state, industry updates, regulations and job opportunities. Click here to send us your bank’s news or to contact the editorial department.

Subscribe to Bankers Digest

Bankers Digest’s e-newsletter is distributed three times a month. Sign up today to stay in the loop—it’s free!

About

Bankers Digest is your source for Texas banking news and information, including bankers on the move,  bank developments across the state, industry updates, regulations and job opportunities. Click here to send us your bank’s news or to contact the editorial department.

Portfolio Manager | Capital Bank | Katy, Texas

September 16, 2022

Responsible for assisting Relationship Manager(s) in all aspects of relationship management to meet portfolio growth and quality expectations. This includes the maintenance and development of strong, profitable, and low-risk commercial loan and deposit relationships while maintaining quality customer service. Target maximum assigned portfolio for assisting in management: $100 million

Primary Duties and Responsibilities: (essential to this position)

  1. Coordinate efforts with Relationship Manager and Credit Administration to analyze the financial status of current and prospective customers so as to evaluate the feasibility of loan requests on an ongoing basis. This may also include some independent financial/credit analysis being performed to further determine credit feasibility.
  2. Facilitate presentation of new and renewal loan proposals to appropriate personnel and/or Officers and Directors Loan Committees. This includes direct presentations and/or preparation of an appropriate loan presentation package for presentation by the Relationship Manager(s).
  3. Maintain portfolio quality by efficiently managing past dues, overdrafts, policy exceptions and documentation exceptions of assigned portfolio.
  4. Coordinate loan closings with Relationship Support Representatives on each loan, assisting as needed. Review and approve loan documentation for completeness and accuracy prior to closing.
  5. Attend business development opportunities as warranted to educate current and prospective customers on the Bank’s products and services.
  6. Act as an additional point of contact for customers, title companies and bank attorney offices for assigned portfolio; assist with day-to-day customer service issues for both loan and deposit issues and general relationship maintenance.
  7. Facilitate and ensure coordination of credit due diligence efforts (collection of financials, appraisal, title research, environmental, etc.) with the Relationship Support Representative.

Requirements include:

  • Bachelor’s degree in a related field.
  • Minimum of 2-5 years of previous experience.
  • Proficient in Microsoft Word and Excel.
  • Strong attention to detail.
  • Good communication, administrative and organizational skills.

Click here to apply for this position.

SHARE THIS NEWS:

Previous Experienced Loan Officer | Llano National Bank Next Commercial Loan Officer | Community Bank in Abilene Market

MORE BANKERS ON THE MOVE

Loading...

Lone Star Capital Bank Chair McCandless Announces Retirement

SouthWest Bank Welcomes Littlefield as Senior Compliance Officer

Community National Bank Announces Promotions and New Talent Joining the Team

Abbassi Named Director of Strategic Support at the Texas Department of Banking

Central Bank Hires Welch as Commercial Banker, Minzenmeyer as Deposit Officer

Ortiz Appointed Senior Vice President and McElroy Hired as Vice President for WestStar’s Corporate Accounting

1 2 … 5 Next >

Subscribe to Bankers Digest

Bankers Digest’s e-newsletter is distributed three times a month. Sign up today to stay in the loop—it’s free!

Search

About

Bankers Digest is your source for Texas banking news and information, including bankers on the move,  bank developments across the state, industry updates, regulations and job opportunities. Click here to send us your bank’s news or to contact the editorial department.

Subscribe to Bankers Digest

Bankers Digest’s e-newsletter is distributed three times a month. Sign up today to stay in the loop—it’s free!

About

Bankers Digest is your source for Texas banking news and information, including bankers on the move,  bank developments across the state, industry updates, regulations and job opportunities. Click here to send us your bank’s news or to contact the editorial department.

Linkedin Twitter Facebook

© 2024 Bankers Digest—Published by IBAT Marketing Inc.
a SUBSIDIARY of the Independent Bankers Association of Texas

Linkedin Twitter Facebook

© 2024 Bankers Digest—Published by IBAT Marketing Inc.
a SUBSIDIARY of the Independent Bankers Association of Texas3

Linkedin Twitter Facebook

© 2024 Bankers Digest—
Published by IBAT Marketing Inc.,
a SUBSIDIARY of the Independent Bankers Association of Texas